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Clearstead Advisors, LLC
> EVR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Evercore Inc. | EVR | 0 | -189 | 0 | -21,807,000 | |
| 03/31/2023 | Evercore Inc. | EVR | 189 | 0 | 21,807,000 | 21,791,000 | $115,380.95 |
| 09/30/2022 | Evercore Inc. | EVR | 189 | 0 | 16,000 | -2,000 | $84.66 |
| 06/30/2022 | Evercore Inc. | EVR | 189 | 0 | 18,000 | -3,000 | $95.24 |
| 03/31/2022 | Evercore Inc. | EVR | 189 | -165 | 21,000 | -27,000 | $111.11 |
| 12/31/2021 | Evercore Inc. | EVR | 354 | 165 | 48,000 | 23,000 | $135.59 |
| 09/30/2021 | Evercore Inc. | EVR | 189 | 189 | 25,000 | 25,000 | $132.28 |
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